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Financial Advisor Success
- Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A with David Grau Jr. February 11, 2025David Grau Jr. is the president of Succession Resource Group, an advisory consulting and valuation business based out of Oregon that serves independent financial advisors with RIAs and broker-dealers. What sets David apart is his two decades of experience supporting financial advisory firms, which has allowed him to identify best practices for founders and successors […]Michael Kitces
- Ep 423: Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs with Cristina Livadary February 4, 2025Cristina Livadary is the CEO of Mana Financial Life Design, an RIA based in Los Angeles (that works virtually with clients nationwide) overseeing approximately $70 million in assets under management for 119 client households. Cristina's firm helps “sandwich generation” clients by crafting financial plans that address their personal needs and goals while also offering optional […]Michael Kitces
Investopedia
- These Forgotten Tax Credits Could Save You More Than You Think February 11, 2025Fact checked by Giselle Canciovalentinrussanov / Getty ImagesThe Internal Revenue Service (IRS) reports that more than 9 million taxpayers failed to claim various tax benefits during the 2022 tax filing season. Those people admittedly missed out because they hadn’t filed tax returns. However, the IRS also noted that many taxpayers who did file overlooked one […]Beverly Bird
- Exploring the Pros and Cons of Investing in Crypto ETFs October 27, 2023Navigating the World of Cryptocurrency ETFsAdam Hayes
NY Times Economix
- How Much Snow Will You Get in the Winter Storm? February 12, 2025Type in your community to see the full range of possibilities in the next few days.Aatish Bhatia, Josh Katz, Margot Sanger-Katz and Samuel Jacoby
- Flashback: Your Weekly History Quiz, Jan. 18, 2025 February 7, 2025Can you sort 8 historical events?
- Flashback: Your Weekly History Quiz, Feb. 8, 2025 February 7, 2025Can you sort 8 historical events?
- Flashback: Your Weekly History Quiz, Feb. 1, 2025 February 7, 2025Can you sort 8 historical events?
- Flashback: Your Weekly History Quiz, Jan. 25, 2025 February 7, 2025Can you sort 8 historical events?